Indian IT Was Supposed To Die From AI. Instead It's Billing for the Cleanup. (indiadispatch.com)
- Reference: 0180460205
- News link: https://it.slashdot.org/story/25/12/26/1756219/indian-it-was-supposed-to-die-from-ai-instead-its-billing-for-the-cleanup
- Source link: https://indiadispatch.com/p/indian-it-firms-are-doing-fine
The financials have held up better than the doomsday predictions suggested. Infosys now calls AI-led volume opportunities a bigger tailwind than the deflation threat, a reversal from 2024, and orderbooks held steady in the third quarter even as pricing pressure filtered through renewals. Infosys expects its orderbook to grow more than 50% this quarter, anchored by an NHS deal worth $1.6 billion over 15 years.
The companies have been restructuring accordingly. TCS cut headcount by 2% and invested in a 1GW data-centre network while acquiring Salesforce advisory firm Coastal Cloud. HCLTech reduced margins by 100 basis points and became one of the first large systems integrators to partner with OpenAI; this week it announced acquisitions of Jaspersoft for $240 million and Belgian firm Wobby to expand agentic AI capabilities.
The bear case for the Indian IT sector assumed that AI would work out of the box. Two years in, it does not.
[1] https://indiadispatch.com/p/indian-it-firms-are-doing-fine
Really? (Score:3)
That was supposed to happen in 2023? With ChatGPT 3?
Ok, that was a bad prediction for... whoever predicted that.
Re:Really? (Score:5, Funny)
They sold their shares, moved to Hawaii and will never care about your opinion (or that of anyone else in the computing industry).
Re: (Score:2)
They sold their shares, moved to Hawaii^H^H^H... bought and moved to their island and will never care about your opinion (or that of anyone else in the computing industry).
Chaos is job security (Score:1)
...for chaos cleaners.
NHS and IT in same sentence (Score:2)
Teeth gnashing...1.5B? Make that 12B...
Grading their own homework (Score:3)
People who made the mess, cleaning the mess, and charging for it.
Re: (Score:3)
Indian IT didn't make this mess. But they've spent enough time walking behind their sacred cows that they recognize what's coming. And they are ready to do the needful.
Wachu talking 'bout? (Score:5, Insightful)
The coding grunts most certainly didn't make this mess, neither did the folks running the body shops.
This mess was brought to you by the big money boys who dream of ordering robot slaves around and dispensing with those nasty humans with their own minds and desires and plans.
This is Nadella, Pichai, Zuckerbook, along with Musk, Andreesen and the rest of the Valley Nazi clowns.
Are you tired of Winning yet? (Score:3)
This is a total disaster.
Your entire IT running on flaky infrastructure. (Score:5, Funny)
Your entire IT infrastructure is reliant on a VM image running on some cluster far, far away. With multiple instances behind a load balancer spread across at least two availability zones or hosts, with redundancy and recovery design layered on top. Except when the cluster fails. That’s when you need a multi-cloud architecture.
You also need a “hybrid cloud” solution. That’s where you put back the hardware you removed while moving to the “cloud” and pay a yearly rent to the “cloud” provider. Then your “cloud” provider installs an edge node at the ISP to reduce latency. All costs passed on to you. And we haven’t even gotten to designing and implementing the “cloud” solution for your business.
AI (Score:5, Insightful)
The hope was that AI would replace shitty Indian IT, but instead companies are laying off Americans and hoping to do more engineering in India. Often led by Indian management pushes.
Indian IT was supposed to... (Score:3)
....be hurt by the crackdown on offshoring and immigration, and it has. TCS laid off a ton of people a few months back, and suddenly, the Indian IT sector is at a standstill. Since they've always prioritized the much better paying foreign markets over domestic IT projects. AI was never the one that was going to bring Indian IT to a grinding halt
and the cycle continues (Score:2)
Great, and then after the Indians botch it all to hell companies will have to look to us natives to ACTUALLY fix it.
cool, I guess...but I've seen this show before and it sucked the first time around.
Something didn't immediately happen (Score:2, Insightful)
So clearly this proves that it can't possibly happen because that's how things work.
You're spending trillions to build out AI. And it's you that's spending it because when it's done the banks that loaned the money will collapse in the chaos as winners and losers shake out and you will have to bail out those Banks or they will take your job and your house and everything with it in the resulting chaos.
We are basically doing a moonshot to replace white collar workers once and for all. This is on top of
As expected (Score:3)
Hypemongers and lying salesweasels convince clueless executives to deploy immature tech with predictable results.
Future AI may do some of the stuff promised by the hypemongers, but today's AI should be used in closely monitored experiments, far from production systems
Step 3...hiring western developers (Score:5, Funny)
to clean up the mess made by Indian IT firms trying to clean up the AI mess.
Don't get me wrong, there are some talented developers from India, they just don't work for the IT outsourcing companies.
AI? I'm Still Waiting for the Cloud... (Score:4, Funny)
I was told on no uncertain terms that the cloud was going to eliminate my job because all of IT was going to be commoditized; end users would be able to easily and seamlessly provision servers without the need for IT.
Just another thing hat will crash (Score:2)
"AI mess cleanup" seems to be really good business these days. But as soon as the whole insanity collapses, these people may be looking for a job as well. Unless they can pivot from fixing code to writing code. Which I sort-of doubt with the generally bad coder competence found in Indian outsourcing. (Not, I am not being racist. I just know that good coders in India leave the county or do other things than these generic services. Explained to me by two guest students from India.) Same for sysadmin services.
Funny! (Score:5, Insightful)
"The bear case for the Indian IT sector assumed that AI would work out of the box. Two years in, it does not'
Re:Funny! (Score:5, Insightful)
It does not bode well for enterprise AI. Outperforming Indian IT is a low bar to clear.